Tools & Calculators

Financial Wisdom Platinum Advantage

While we’re taking care of your financial needs, we can also help you get more value from the money you spend. Financial Wisdom Platinum Advantage is a little extra service to let you know how much we appreciate you as a client. 

Simply by logging on to our Financial Wisdom Platinum Advantage website you can access impressive offers and discounts across a range of big-brand products and services. There are no qualifying periods, no complicated terms and conditions, and no hidden costs – just great savings.

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Colonial First State Forms Library

At Colonial First State, we’ve been helping Australians with their investment needs since 1988. In that time we've become one of Australia's leading wealth management groups, with more than A$90 billion under management.

How did we get here? Strong investment performance, efficient administration, value for money and award-winning service have all played a part.

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Comm Insure

CommInsure is a leader in the Australian insurance industry and part of the Commonwealth Bank Group. The CommInsure name was first introduced in 1999.

Although the name is relatively new, CommInsure's roots within the Australian insurance industry go back well over one hundred years.

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ATO - Australian Tax Office

The Australian Taxation Office is the Government's principal revenue collection agency, and is part of the Treasurer's portfolio.

Our role is to manage and shape tax, excise and superannuation systems that fund services for Australians.

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Centurion Finance

My parent’s portfolio was distributed across two investment advisors with no overall view on risk, fees, asset mix. Centurion Financial helped us define our investment policy and set a benchmark for judging the performance of our investment firm and we saved money on fees. A Great investment……..

Arnold Lou